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There are three big things in the market's way, but Goldman has found stocks that will win anyway

Thomas Franck

Goldman's David Kostin says investors have grown cautious amid lingering trade tumult, a hot labor market and an uptick in borrowing costs. The third quarter has been strong for most of the 381 S&P 500 components that have reported results, with 78 percent posting positive earnings surprises. Goldman highlights 33 stocks it believes have a better chance of withstanding the gathering margin pressures.